Sales invoice

This module is used for creating sales invoices.
Here you are able to add new customers and new items.
On this page, you are able to import the sales invoices. we are providing the sample excel file which you can download, add the details and import the data.

On this page…

Import sales invoices:

  • Go to the Sales module from the left sidebar and then select the Sales Invoice.
  • Now on this page, click on the Import sales button from the top right corner.
  • Now the import sales popup will be shown from which you need to click on the Download sample file.
  • Now open the downloaded excel file, add the details, save it and upload the file in that popup itself.

Create sales invoices:

Go to the Sales invoice module in the left sidebar.
Click on the Create invoice button or press Alt+N key.

Sales listing module
Create sales invoice

FieldDescriptionNote
CustomerHere select customer for creating sales invoices. here also you are able to add new customers.Mandatory field
GST INAs you select the customer, the GST number will automatically come here from the account.This field is disabled.
Mobile no.If you have written the mobile number in the customer account, then the mobile number will automatically come here as you select the customer. here you are able to change the mobile number.
EmailIf you have written the email in the customer account, then the email will automatically come here as you select the customer. here you are able to change the email. 
Billing addressIf you have written the address in the customer account then as you select customer, the Billing address will automatically come here.Mandatory field
Shipping addressIf you have written the address in the customer account, then the shipping address will automatically come here as you select the customer. here you are able to edit the shipping address.Mandatory field
PrefixIf you have written the prefix in the invoice setting then the prefix will automatically come here. here you are able to change the invoice prefix. 
Invoice sr.Here invoice sr auto-generate, also you are able to write invoice sr.
Invoice no.Invoice no auto-generate. invoice no is a combination of invoice sr & Prefix.
Invoice dateThe invoice date is auto-generated, also you are able to change the invoice date.
Terms (Days)If you have written the terms(Days) in the customer account, then the terms(Days) will automatically come here as you select the customer. here you are able to change the terms(Days).
Due dateAs you write Terms days, The due date will automatically be set.
BookHere select the sales book for sales record.
Quotation No.If you are creating a sales invoice using a quotation then the quotation number is shown here but if you are creating a direct sales invoice then this field showing disabled.
E-way bill detailIf you require an e-way bill for this invoice then click this checkbox and fill in all the details.
Dispatch from different addressClick this checkbox if the goods are to be delivered from a different address.
Challan No.If you are creating a sales invoice using a challan then the challan number is shown here but if you are creating a direct sales invoice then this field showing disabled.
Product/ServiceHere select an item, here also you are able to add an item and edit item.Mandatory field
DescriptionHere write product description.
HSN/SACIf you have written the HSN/SAC code in the item master then as you select an item, the HSN/SAC code will automatically come here.
Batch NO.Here select the batch number.
Expire DateIf you select batch number then expire date auto fill.
MRPHere write the item MRP.
QuantityHere write the item quantity.Mandatory field
Free quantityHere customers get items without cost along with paid items. This free quantity is affected in the stock report but not in the invoice amount.
Rate (₹)As you select the item, Rate automatically comes here from item master. Here you are to change item rate.Mandatory field
Exclusive rate/Inclusive rateAs you write Rate then Exclusive/Inclusive rate auto-generate.
Discount(%/₹)Here write discount. here you are able to apply discounts in two types, first percentage-wise and second amount-wise. this discount apply only for this item.
Discount amountAs you write discount, The discount amount will automatically come here.
Taxable amountAs you select the item, write the item quantity, write the item rate, add the discount then the the taxable amount will show here.
CESS(%)As you select the item, CESS automatically comes here from the item master.Here you are able to change CESS(%).
GST Rate(%)As you select the item, GST Rate automatically comes here from the item master. Here you are able to change GST rate.
Amount (₹)As you select the item, write item quantity, write the item rate, and discount then the amount will show here.
Special notesHere write a special note for this invoice.
TCS sectionHere select the TCS Section rule.
TCS (%)As you select the TCS Section rule, TCS (%) will come here.
+Add another chargeHere you are able to add and remove another charge for this invoice. here you are able to add multiple other charges.
Discount AmountHere you are able to apply a discount for this invoice.
Auto round off This checkbox is useful for rounding off the total amount, and also you are able to set a custom amount.
No file chosenHere you are able to attached document for this invoice.
Save & nextThis button is used to save the sales invoice and page redirect on the same page.
Save This button is used to save the sales invoice and page redirect on the Sales invoice listing page.
Field information

ShortcutDescription
Alt+SSave- This shortcut is used to save the sales invoice.
Alt+NSave & next- This shortcut is used to save the sales invoice and redict on same page.
Alt+PSave & Print- This shortcut is used to print sales invoices.
Alt+DDiscard- This shortcut is used to discard the sales invoice.
Alt+ANew- This shortcut is used to add new row.
Alt+RRemove- This shortcut is used to remove a row.
Alt+CCancel- This shortcut is used to cancel the sales entry. ( work as Back button)
Shortcut information
Sales listing module with demo entry
FieldDescriptionNote
ExportThis button is used to export data.
ImportThis button is used to import data.
Row per pageThis drop-down list is used to view sales invoice entries per page  
StatusThis filter is used to show data status-wise like Received, Outstanding, Partially received, Overdue, Cancelled
DateThe date picker is used to filter sales invoice date-wise records.
Search The search function is used to find any sales invoices. 
Show/Hide columnsThis button is used to show the hidden column. here two-column is available, Due date & Status 
ActionsHere multiple types of actions are available, Create Receipt, Edit, View, Cancel, Print, etc. 
Create ReceiptThis action is used to create a receipt for the sales invoices.
Create Sales ReturnThis action is used to create sales returns (Credit Note).
EditThis action is used to edit sales invoices.
ViewThis action is used to view sales invoices.
PrintThis action is used to print sales invoices.
DeleteThis action is used to delete sales invoices.
CancelThis action is used to cancel sales invoices.
Copy InvoiceThis action is used to copy invoices. this action is used to create a new invoice with the same data.
Invoice HistoryThis action is used to view invoice history.
File AttachmentThis action is used to attach a document for this invoice.
WhatsappThis action is used to send invoice copy through WhatsApp.